Thanks.io Integration
In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to
InsuredMine is SOC 2
Type II Certified
engagement
Creating a list with female filter
A list can be created by just filtering out only your FEMALE clients. To create a list, follow the steps below. Go to Dashboard and then go to Clients by
